+225.7%
VIK vs XLRE
+29.6%
+196.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.4% |
| 7D | -0.9% | -1.2% | +0.2% | +0.2% |
| 30D | -18.4% | -2.4% | -16.0% | -16.6% |
| 3M | -8.8% | -2.5% | -6.3% | -7.1% |
| 6M | +17.1% | +4.0% | +13.2% | +12.4% |
| YTD | +19.0% | +9.3% | +9.8% | +9.0% |
| 1Y | +30.1% | +5.6% | +24.6% | +22.9% |
| All | +225.7% | +29.6% | +196.1% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded XLRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling